AWM
BFK

Able Wealth Management’s BlackRock Municipal Income Trust BFK Stock Holding History

Able Wealth Management’s Portfolio BFK Stock Details BFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-314
Closed -$3.16K – 140
2023
Q4 		$3.16K Buy
+314
New +$2.96K ﹤0.01% 399

Other funds holding BFK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Able Wealth Management's BFK Position: Q1 2024 in Review

Able Wealth Management sold out of BlackRock Municipal Income Trust (BFK) in Q1 2024, closing a stake of 314 shares — an estimated $3.16K sold.

Able Wealth Management first reported a position in BFK in Q4 2023 and held it in 1 quarter. The position peaked at $3.16K in Q4 2023. 85 funds tracked by Wall St. Rank hold BFK as of Q1 2024.

  • Able Wealth Management reported no remaining BlackRock Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 314 BlackRock Municipal Income Trust shares in Q1 2024, an estimated $3.16K.
  • Able Wealth Management first reported a position in BlackRock Municipal Income Trust in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's BlackRock Municipal Income Trust position peaked at $3.16K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held BlackRock Municipal Income Trust as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.